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Institutional Holders of TDV

There is a long list of 68 institutional holders of TDV within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of TDV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-TDV table below, the initial column indicates the name of each top institutional holder of TDV, with a link to that fund's top holdings. The next columns indicate the amount of TDV stock held by each of the institutional holders of TDV, followed by the TDV position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Orion Portfolio Solutions LLC420,067$28,422 12/31/2023
     TDV420,067$28,422 12/31/2023
Wells Fargo & Company MN306,731$21,342 12/31/2023
     TDV306,731$21,342 12/31/2023
Commonwealth Equity Services LLC162,098$11,279 12/31/2023
     TDV162,098$11,279 12/31/2023
Morgan Stanley155,091$10,791 12/31/2023
     TDV155,091$10,791 12/31/2023
Royal Bank of Canada148,249$10,315 12/31/2023
     TDV148,249$10,315 12/31/2023
Bank of America Corp DE117,422$8,170 12/31/2023
     TDV117,422$8,170 12/31/2023
Avantax Advisory Services Inc.116,977$8,139 12/31/2023
     TDV116,977$8,139 12/31/2023
Raymond James Financial Services Advisors Inc.96,682$6,960 03/31/2024
     TDV96,682$6,960 03/31/2024
Cambridge Investment Research Advisors Inc.96,468$6,945 03/31/2024
     TDV96,468$6,945 03/31/2024
LPL Financial LLC87,737$6,105 12/31/2023
     TDV87,737$6,105 12/31/2023
Mirae Asset Global Investments Co. Ltd.87,000$6,053 12/31/2023
     TDV87,000$6,053 12/31/2023
Advisor Group Holdings Inc.75,292$5,245 12/31/2023
     TDV75,292$5,245 12/31/2023
WealthPlan Investment Management LLC73,917$5,143 12/31/2023
     TDV73,917$5,143 12/31/2023
WealthPLAN Partners LLC58,776$4,090 12/31/2023
     TDV58,776$4,090 12/31/2023
Raymond James & Associates46,122$3,320 03/31/2024
     TDV46,122$3,320 03/31/2024
Great Valley Advisor Group Inc.43,325$3,015 12/31/2023
     TDV43,325$3,015 12/31/2023
Toth Financial Advisory Corp37,203$2,678 03/31/2024
     TDV37,203$2,678 03/31/2024
Mendel Capital Management LLC34,409$2,394 12/31/2023
     TDV34,409$2,394 12/31/2023
Liberty One Investment Management LLC34,301$2,387 12/31/2023
     TDV34,301$2,387 12/31/2023
AMJ Financial Wealth Management25,776$1,793 12/31/2023
     TDV25,776$1,793 12/31/2023
Cetera Advisor Networks LLC18,496$1,287 12/31/2023
     TDV18,496$1,287 12/31/2023
Wealth Enhancement Advisory Services LLC15,926$1,147 03/31/2024
     TDV15,926$1,147 03/31/2024
Wiley BROS. Aintree Capital LLC15,087$1,086 03/31/2024
     TDV15,087$1,086 03/31/2024
Prosperity Financial Group Inc.13,480$938 12/31/2023
     TDV13,480$938 12/31/2023
Pensionmark Financial Group LLC12,530$872 12/31/2023
     TDV12,530$872 12/31/2023
Janney Montgomery Scott LLC11,848$824 12/31/2023
     TDV11,848$824 12/31/2023
Private Advisor Group LLC11,504$800 12/31/2023
     TDV11,504$800 12/31/2023
Geneos Wealth Management Inc.10,940$761 12/31/2023
     TDV10,940$761 12/31/2023
CFS Investment Advisory Services LLC10,080$701 12/31/2023
     TDV10,080$701 12/31/2023
Goldman Sachs Group Inc.9,901$689 12/31/2023
     TDV9,901$689 12/31/2023
Personal CFO Solutions LLC9,768$680 12/31/2023
     TDV9,768$680 12/31/2023
Truist Financial Corp9,633$670 12/31/2023
     TDV9,633$670 12/31/2023
ORG Partners LLC9,092$633 12/31/2023
     TDV9,092$633 12/31/2023
MWA Asset Management8,679$604 12/31/2023
     TDV8,679$604 12/31/2023
Narwhal Capital Management8,496$591 12/31/2023
     TDV8,496$591 12/31/2023
Coston McIsaac & Partners8,096$582 03/31/2024
     TDV8,096$582 03/31/2024
Birchcreek Wealth Management LLC7,280$507 12/31/2023
     TDV7,280$507 12/31/2023
Sound View Wealth Advisors Group LLC7,268$506 12/31/2023
     TDV7,268$506 12/31/2023
JPMorgan Chase & Co.7,014$488 12/31/2023
     TDV7,014$488 12/31/2023
Citadel Advisors LLC6,813$474 12/31/2023
     TDV6,813$474 12/31/2023
GWM Advisors LLC6,422$447 12/31/2023
     TDV6,422$447 12/31/2023
Apollon Financial LLC5,294$368 12/31/2023
     TDV5,294$368 12/31/2023
Magnolia Capital Management Ltd.4,990$359 03/31/2024
     TDV4,990$359 03/31/2024
J.W. Cole Advisors Inc.5,112$356 12/31/2023
     TDV5,112$356 12/31/2023
Golden State Equity Partners5,000$348 12/31/2023
     TDV5,000$348 12/31/2023
Envestnet Asset Management Inc.4,611$321 12/31/2023
     TDV4,611$321 12/31/2023
Integrated Wealth Concepts LLC3,712$258 12/31/2023
     TDV3,712$258 12/31/2023
Buckingham Strategic Wealth LLC3,666$255 12/31/2023
     TDV3,666$255 12/31/2023
STA Wealth Management LLC3,625$252 12/31/2023
     TDV3,625$252 12/31/2023
Dearborn Partners LLC3,223$224 12/31/2023
     TDV3,223$224 12/31/2023

See All: Funds Holding TDV
See Details: Top 10 Hedge Funds Holding TDV
Also See: TDV Holdings Changes

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